401(k) · DOL Form 5500 · 2024
Confluent Health, LLC 401(k) Plan
Data updated 2026-08-25
- $204M
- Total assets Near avg plan size
- 7,445
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $27,420
- Avg per participant Low balance/head
Official DOL plan name: Confluent Health, LLC 401(k) Profit Sharing Plan · Sponsored by Confluent Health, LLC · Kentucky · Professional & Technical Services
$204M in assets, 7,445 participants
Confluent Health, LLC's Confluent Health, LLC 401(k) Profit Sharing Plan reported $204M in total assets and 7,445 participants in its 2024 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,263 in Professional & Technical Services (20,173 peers)
Coverage in Kentucky
Confluent Health, LLC 401(k) Profit Sharing Plan covers 7,445 participants in Kentucky, 12x the typical Kentucky plan (state average ~647 per filing). Assets: $204M.
- #19,263
- in Professional & Technical Services (20,173 peers)
- +30.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Confluent Health, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Confluent Health, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,145,325 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Confluent Health, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluent Health, LLC 401(k) Profit Sharing Plan lands in the large band (7,445 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Confluent Health, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $156M in the plan year 2023 filing to $204M in the plan year 2024 filing.
- Confluent Health, LLC 401(k) Profit Sharing Plan reported participants fell from 8,987 in the plan year 2023 filing to 7,445 in the plan year 2024 filing.
- Confluent Health, LLC 401(k) Profit Sharing Plan reported net income rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 471584422 · Confluent Health, LLC PY 2024 · 401(k)
Confluent Health, LLC 401(k) Profit Sharing Plan · $204M · 7,445 · 94th
- SCH $204M
- SCH 7,445
- SCH 94th
- SCH 401(k)
- SCH near Employees' Thrift Plan of Indianapolis Power & Light Company
- SCH ind #19263
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Kentucky →
Confluent Health, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $48M |
| Employer EIN | 471584422 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Confluent Health, LLC)
Sponsor-wide plan assets over time
All Confluent Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 110.80546217876497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,328 | $97M |
| 2023 | 1 | 8,987 | $156M |
| 2024 | 1 | 7,445 | $204M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Scale composition for Confluent Health, LLC 401(k) Profit Sharing Plan
Confluent Health, LLC 401(k) Profit Sharing Plan reports $204M in end-of-year assets across 7,445 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $27,420 per participant (20% of the national average assets-per-participant) . Net income for plan year 2024 was $48M.
This plan identity (EIN 471584422, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $97M to $204M (+110.8%) while covered participants moved from 6,328 to 7,445 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,328 | $97M | Open filing |
| 2023 | 8,987 | $156M | Open filing |
| 2024 · index core | 7,445 | $204M | This page |
Confluent Health, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Employees' Thrift Plan of Indianapolis Power & Light Company in OH ($204M); by covered participants it is Mohawk Industries Retirement Plan 2 in GA (7,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($204M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,445 participants); asset peers above are excluded.
- Mohawk Industries Retirement Plan 2 (GA) 7,445 · 0 off
- Black & Veatch Retirement Program (KS) 7,438 · 7 off
- The Toro Company Retirement Plan (MN) 7,431 · 14 off
- Jbp Co., Inc. 401(k) Savings Plan (TX) 7,460 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.